Motley Fool Money Netflix, YouTube Put Ads Up Front
8 snips
May 15, 2025 
Tim Beyers, an investment analyst at The Motley Fool, shares insights on Netflix's ad-supported tier, revealing it's attracting more viewers than traditional networks. He also discusses Walmart's strategies amid tariff uncertainties, emphasizing its growing e-commerce and advertising sectors. Karl Thiel, a senior analyst, delves into the executive order targeting U.S. prescription drug prices, exploring the stark cost disparities with other countries and the role of pharmacy benefit managers in shaping these prices. A must-listen for trend watchers!
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Walmart's Tariff Challenges and E-commerce
- Walmart faces ongoing tariff uncertainties impacting prices and margins.
- Walmart's ecommerce growth is impressive but profitability remains challenging due to price competition.
Netflix's Growing Ad-Supported Audience
- Netflix's ad-supported tier has 94 million monthly users, beating any US broadcast or cable network in 18-34 demographic.
- Netflix uses content variety and family-friendly shows to attract younger viewers, boosting ad revenue potential.
YouTube's Strategic Ad Placement
- YouTube aims to place ads at moments of maximum attention, like cliffhangers, to raise ad prices.
- This strategy could help YouTube diversify revenue beyond search-based ads, increasing platform value.